Top financial advisors in Marietta, OH
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you live in Marietta, OH, and face complex financial decisions, you might need an advisor who understands how local municipal income taxes can affect your planning. Without this knowledge, you could overlook tax implications that vary by city, leading to unexpected costs.
- Local tax expertise. Confirm how the advisor navigates Marietta's municipal taxes and integrates them into your overall financial plan.
- Comprehensive income strategies. Ask how they manage income sources to minimize tax burdens specific to your city.
- Experience with regional regulations. Look for advisors familiar with Ohio's tax environment and how it impacts your investments and retirement.
- Coordination with tax professionals. Ensure they work alongside your tax preparer to address city-level tax nuances effectively.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Brayden S
Series 66
Marietta, OH
Maridea Wealth Management
Brayden Sallee, based in Marietta, OH, offers expertise in wealth management and retirement plans for business owners, with a focus on tax-loss harvesting that can help navigate local tax complexities. Affiliated with LPL Financial, a large firm, he provides flat-fee financial planning and consulting, which may appeal to clients seeking transparent pricing and access to extensive research resources.
Experience: 1 year
Avg account: $610,000
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Christin N
Series 66
Marietta, OH
Janney Montgomery Scott
Christin Neese, based in Marietta, OH, offers expertise in tax-loss harvesting and ESG investing, which can help navigate local tax implications effectively. Affiliated with Janney Montgomery Scott, a large firm managing over $100 billion in assets, she serves high-net-worth clients and provides flexible fee arrangements, including flat fees, distinguishing her from advisors with more rigid fee structures.
Experience: 4 years
Avg account: $406,735
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Kimberly B
Series 66
Marietta, OH
Edward Jones
Kimberly Betz's 15 years of experience and Series 66 designation equip her to address complex financial decisions in Marietta, including local tax considerations. As part of Edward Jones, a large full-service firm managing over $1 trillion in assets, she offers a comprehensive approach with a program fee up to 1.35% annually, serving both individual and institutional clients.
Experience: 15 years
Avg account: $246,728
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John M
Series 63, Series 65
Marietta, OH
Kovack Advisors, inc.
John Miller's extensive 43 years of experience and local presence in Marietta, OH, equip him to navigate the city's municipal income taxes effectively, benefiting clients with complex financial needs. His firm, Kovack Advisors, offers diversified asset-class exposure through mutual funds and ETFs, negotiable fee structures including flat fees, and serves a broad client base, distinguishing him from other advisors with a focus on comprehensive wealth management and retirement plans for business owners.
Experience: 43 years
Avg account: $433,120
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Neal W
CFP®, Series 63
Marietta, OH
Commonwealth Financial Services
Neal Watson's 29 years of experience and CFP® certification equip him to handle complex financial decisions in Marietta, OH, including navigating local municipal income taxes. At Commonwealth Financial Services, he offers flat-fee and asset-based pricing, serving a diverse clientele with discretionary asset management and retirement-plan advisory programs, distinguishing him from advisors with narrower client focuses or fee structures.
Experience: 30 years
Avg account: $437,929
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